Investment Advisor Jobs in Kolkata
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Search Results - Investment Advisor Jobs in Kolkata
SVF Entertainment-Kolkata
SVF Entertainment Pvt. Ltd. is seeking a mid-senior level Investment Manager/Advisor to oversee and manage investment portfolios for the family office. The ideal candidate will possess a deep understanding of equity markets, stock analysis and equity...
Aditya Birla Capital-Kolkata
helping clients secure their future.
𝙆𝙚𝙮 𝙍𝙚𝙨𝙥𝙤𝙣𝙨𝙞𝙗𝙞𝙡𝙞𝙩𝙞𝙚𝙨:
1. Identify and meet potential clients to offer customized insurance and mutual fund solutions.
2. Advise clients on Life Insurance, Health Insurance, and investment products...
Pritaj Electrotech pvt ltd-Kolkata
decisions.
Qualifications
• At least 2 years of experience in sales, fundraising, or investment-related roles, ideally in investment banking, private equity, venture capital, asset management, or financial advisory.
• Proven track record of successfully...
Aditya Birla Capital-Kolkata
while helping clients secure their future.
• 1. Identify and meet potential clients to offer customized insurance and mutual fund solutions.
2. Advise clients on Life Insurance, Health Insurance, and investment products such as SIPs and Mutual Funds.
3. ..
HDFC Life-Kolkata
financial services provider in the UK. HDFC Life's product portfolio includes solutions for Protection, Pension, Savings, Investment, and Health, with customizable plans and optional riders. The company has a wide reach with branches in over 900 cities...
deVere Group-Kolkata
taking a healthy interest in the well-being of your client’s finances.
You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other...
Aditya Birla Capital-Kolkata
while helping clients secure their future.
• 1. Identify and meet potential clients to offer customized insurance and mutual fund solutions.
2. Advise clients on Life Insurance, Health Insurance, and investment products such as SIPs and Mutual Funds.
3. ..
PDM Investment & Trading Company Pvt. Ltd.-Kolkata
Role Description
This is a full-time on-site role for a Wealth Management Associate at PDM Investment Services in Kolkata. The job entails providing operational and administrative support to Wealth Advisors in a fast-paced financial planning office...
Exbo Group-Kolkata
Provide written summary analysis and QoE around critical success factors, helping the acquirer improve its understanding of all the relevant issues so that an informed investment decision can be made. KEY QUALIFICATIONS: • CA/CPA • Have 1-3 years...
Atlan-Kolkata
Unleash the Power of Data: Become the Data Advocate for Industry Titans!
Imagine this: you're the trusted advisor , forging relationships with the pioneering data minds driving innovation at industry giants like WeWork, Unilever, and Ralph...
Exbo Group-Kolkata
Provide written summary analysis and QoE around critical success factors, helping the acquirer improve its understanding of all the relevant issues so that an informed investment decision can be made.
KEY QUALIFICATIONS:
• CA/CPA
• Have 1-3 years...
ZEISS India-Kolkata
in order to maintain smooth relationship with customersAct as the primary contact for assigned clients
• Negotiate contracts and close agreements to maximize profits
• Develop trusted advisor relationships with key accounts, customer stakeholders...
Waytogo Consultants-Kolkata
to Investments team on Distributor/ Investor queries on Funds/Products
• Accompany Sales RM in key distributor meeting (Advisory IFA, UHNI, Private Wealth RM) and closely manage Key Family Offices/UHNIs in the respective region...
Peoplemint Consultants-Kolkata
Worth customers
• Providing financial planning & Investment Advise
• Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc.
• One point contact for all requirements of High Net Worth customers...
ZEISS India-Kolkata
in order to maintain smooth relationship with customersAct as the primary contact for assigned clients
• Negotiate contracts and close agreements to maximize profits
• Develop trusted advisor relationships with key accounts, customer stakeholders...
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